How do I import tax return data from the tax software while in CCH® ProSystem fx® Planning?

  1. Open CCH ProSystem fx Planning.
  2. Click File > New.
  3. In the Tax Plan Properties window, select Configuration tab.
  4. In Start year, use the drop-down to select the appropriate prior year.
    • Example: If using the 2017.01000 version of Planning, select 2015 for start year.
  5. Select the Plan Information tab.
  6. In Client ID, click Select Tax Client.
  7. On the ProSystem fx Planning window, select one of the following:
    • Select Local if the Tax program is installed on your C: drive.
    • Select Laptop if you have a laptop install of Tax.
    • Select Network if the Tax program is installed on a network drive.
    • Select Internet if you use CCH Global fx Tax.
  8. Enter a User ID and Password.
  9. Click OK.
  10. On the Select ProSystem fx Tax Client window, do one of the following:
    • In Select specific client, enter the Client ID, the Client name.
    • In Select client by, use the drop-downs to select the appropriate Office group and Tax preparer
  11. Click OK to browse for the return.
  12. On the Applicable Clients window, select the appropriate client.
  13. Click OK.
  14. On the Tax Plan Properties window, Click OK.
  15. On the "Do you want to import data from the return?” window, click Yes.
  16. On the Applicable Returns window, select the correct version and verify the return informaiton.
  17. Click OK.
Note: On the “State name has been imported from the return for the year 20XX. Would you like to assign the state name to all subsequent years in Case 1?” window, click Yes or No if prompted.
Planning is only for Individual returns.
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